Tax season phones, answered.
From January to April a tax office can miss more calls than it answers. Nina answers every one in English or Spanish: she books appointments, answers questions about hours, documents to bring and how to upload them, and puts callbacks on your team's list. She never gives tax advice and never asks callers for Social Security numbers. Company Mind is in pilot by invitation.
Sample conversations and sample data.
What we do
- Books tax appointments into Google Calendar, only in free times
- Answers what to bring and how to upload documents, from your own office information
- Takes messages and callback requests when your preparers are with clients
- Never gives tax advice; routes those questions to your team
- Does not ask for or repeat Social Security numbers on the phone
- Works after hours and on weekends, when clients call most
What you get
- Your office hours, document checklists and policies loaded
- Company Mind dashboard for your preparers
- Test calls before tax season
Works with
- Your existing phone number
- Google Calendar
- Company Mind dashboard
Frequently asked questions
Will it give clients tax advice?
No. Nina answers office questions such as hours, documents and appointments. Tax questions go to your team as a callback.
Can it handle Spanish-speaking clients?
Yes. Nina answers in Spanish or English and follows the caller's language.
When should we set it up?
Before January, so your office information is loaded and tested before the season starts.